Benetrends Financial
Benetrends Financial

Benetrends Financial Information

Contact top employees from Benetrends Financial

Summary

Benetrends Financial is a private company that has been in the industry for 42 years. The company currently specializes in the Financial Services area. The position of the President & CEO is occupied by Dallas Kerley. Its headquarters is located at North Wales, Pennsylvania, USA. The number of employees ranges from 25 to 100. The annual revenue of Benetrends Financial varies between 5.0M and 25M. Total funding of the company - $1M. To connect with Benetrends Financial employee register on SignalHire.

Industries

Financial Services

Headquarters Location

Employees Size

100-200 employees

Specialties

401(k) / IRA Rollover funding, SBA Loans, ROBS (Rollovers as Business Startups), Small Business Loans, Franchise Loans

SIC Code

6199

DMA Code

Delaware Valley

Founded

1983

Estimated Annual Revenue

$5.0M - 25M

Operating Status

Independent Company

Contact Benetrends Financial

Organization Website

Phone Number

(866) 423-6387

Competitors

Founded
Type
Employees
Revenue
Funding
2003Privately
Held
100 - 250 21.4M $0
2008Privately
Held
25 - 100 3.7M $0
2008Privately
Held
25 - 100 5.9M $0

Estimated Website Traffic

The chart shows a decline in traffic to the lnk.bio website. In September, traffic decreased to 601505, compared to 611354 in the previous month. The highest traffic in 2025 was recorded in August, reaching 611354 visits.

Employees Turnover 3 quarter 2025

Number of employees switched from or switched to
arrow
Total number all of employee turnover
Number of employees by department
arrow
Total number all of employee turnover
Length of Employment
arrow
Employee tenure at Benetrends Financial shows a diverse range of experience levels:
10% have been with the company for less than 1 year6% for 1–2 years13% for 3–4 years10% for 5–7 years16% for 8–10 years45% have over 11 years of service at Benetrends Financial
Ex-employees positions
In Company
In New Company
Contact top employees from Benetrends Financial
Pankaj Kapoor
Onboarding Specialist
View
Shanik Jackson
Retirement Plan Administrator
View
Casey Hope
Business Analyst
View
David Vulfin
New Business Analyst
View
Bryan Quilo
Compliance Specialist
View
Sara Moriarty
Director of Business Development
View
Michael Schonberg
Senior Consultant
View
Ryan Handel
New Business Analyst
View
Brad Yeakel
Retirement Plan Analyst
View
Charles Brodany
Director of Client Services
View
Brandon Lusk
Funding Consultant
View
Allie Galvan
Funding Consultant
View
Sara Vrancik
Senior Consultant
View
Rocco Fiorentino
Vice Chairman, CEO
View
John Hajgato
VP Banking Operations
View
Lisa Turner
SBA Loan Specialist
View
Rocco Fiorentino
President & CEO
View
Jon Michael Whiteman
Retirement Plan Administrator
View
Drew Hemmert
Retirement Plan Analyst
View
Elaine Panzeter
Retirement Plan Analyst
View
Michele Amodei
Retirement Plan Analyst
View
William
Retirement Services Manager
View
Dana Calvanese
Accounts Receivable Specialist
View
Donna Parham
Retirement Plan Analyst
View
Robert Wing
Retirement Plan Analyst
View
Amelia Harper
Retirement Plan Administrator
View
Michele Bergen
Retirement Plan Analyst
View
Tim Livingstone
National Director of Sales
View
LARRY CARNELL ABI
Vice President Strategic Development
View

FAQ

Benetrends Financial operates in the Financial Services industries. More details can be found on the official website: lnk.bio.
The headquarters of Benetrends Financial are located in Lansdale, United States.
The current CEO of Benetrends Financial is Dallas Kerley
You can contact Benetrends Financial by phone at (866) 423-6387 .
Benetrends Financial currently employs 100-200 people.
Benetrends Financial's revenue is approximately 10.5M.
Well-known competitors of Benetrends Financial include Guidant Financial, Tenet Financial Group and CatchFire Funding.
BACK TO TOP